Why is it important to add an Online Presence Report to Proposals?
The importance of a business's online presence and the associated digital solutions can be difficult to understand. The Online Presence Report integration with Proposals helps you get the conversation started with customized content highlighting pain points specific to the prospect and how you can alleviate them. By presenting a business' areas for improvement alongside your recommended solutions, you can help your prospects understand the value of your proposal.
How does adding Online Presence Reports to Proposals work?
If you haven't already, generate an Online Presence Report for your prospect.
Go to Marketing Portal > Commerce > Proposals > Manage Proposals.
Choose a template or create a new proposal from scratch.
Select the recipient account.
Open the Insert widget panel and press Online Presence report.
Select the desired sections of the report.
Once inserted in the proposal, the sections become widgets that can be rearranged as needed.
Tip: Generate the Online Presence Report ahead of time. We recommend this for two reasons:
Online Presence Reports are a great prospecting tool. Make a strong first impression by arriving at first meetings prepared with insights on where your prospective client's opportunities for growth lie and a recommended plan of action. Once you have their attention, it's time to build a proposal.
Online Presence Reports can take up to 24 hours to generate. Ensure the report is ready in advance to avoid delays in issuing proposals to your prospects.
Try it out!
Ready to create a proposal? Head over to Marketing Portal > Commerce > Proposals to get started.